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Integrations & Automation

Glue the whole stack together — connect your tools and automate the handoffs that shouldn’t need a human.

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Why it matters

Even good systems leak value at the seams: a deal closes but the invoice waits, an approval sits in an inbox, the same data is typed into three places. We connect the pieces so work flows between them on its own.

  • The same data entered into several systems
  • Handoffs between teams that rely on someone remembering
  • Approvals stuck in inboxes with no deadline
  • Tools that don’t talk to each other or to government portals
What's included

Everything you need, configured to you.

Cross-module sync

CRM, finance and HR share data so nothing is entered twice.

Workflow automation

The routine handoffs — deal-won to invoice, request to approval — run automatically.

Approvals & escalations

Structured approval flows with deadlines and escalation, not inbox chasing.

Integrations

Payment gateways, government portals and third-party tools connected via APIs.

Custom connectors

Where an off-the-shelf link doesn’t exist, we build one.

How it works

From first call to live.

01

Find the seams

We map where data is re-entered and where work waits on a person.

02

Design the flows

Each handoff is designed as an automation with clear triggers and owners.

03

Build & connect

We wire the systems together and build any connectors that don’t exist yet.

04

Monitor & refine

We watch the flows in the wild and tune them as your process changes.

Key capabilities
  • CRM ↔ finance ↔ HR data sync
  • Deal-won to invoice automation
  • Approval workflows with escalation
  • Payment-gateway and portal integrations
  • Custom API connectors
  • Monitoring and ongoing optimisation
In practice

One “deal won”, four things done automatically

When a deal is marked won, we trigger the invoice in Books, a welcome email to the client, and a project set-up in operations — no one re-keys a thing.

A step that used to take a person twenty minutes now happens in seconds, every time, without being forgotten.
FAQ

Common questions.

Anything with an API — the Zoho suite, payment gateways, government portals and most third-party SaaS. Where no connector exists, we build one.

Your next step

One call. A clear plan. No pitch deck.

Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.

connect@1base.io